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Crew Capital Management, Ltd. 13F Holdings
Holdings from the most recent 13F from Crew Capital Management, Ltd.
Filed: 2024-04-29 (Q1 2024) | Holdings: 117 | Value: $123.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| CWB - SPDR SER TR | New Purchase | 6.32% | $7.8M | +55.68% | +3.59% | +11.79% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(51.4K) | 5.54% | $6.8M | -6.64% | +0.51% | +2.91% | |
| LLY - ELI LILLY & CO | Reduce 10% $(746.1K) | 5.16% | $6.4M | +26.51% | +2.14% | +16.75% | |
| IJH - ISHARES TR | Add 2364% ($5.9M) | 4.97% | $6.1M | +30.87% | +6.63% | -0.43% | |
| AAPL - APPLE INC | Add 2% ($88.0K) | 4.49% | $5.5M | +70.55% | +26.40% | +23.18% | |
| MSFT - MICROSOFT CORP | Add 25% ($881.0K) | 3.63% | $4.5M | +4.36% | +5.53% | -0.80% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 36% $(2.1M) | 2.99% | $3.7M | +80.14% | +5.14% | +5.72% | |
| QQQ - INVESCO QQQ TR | Reduce 60% $(4.9M) | 2.65% | $3.3M | +67.26% | +6.29% | +10.95% | |
| NVDA - NVIDIA CORPORATION | Add 50% ($946.0K) | 2.31% | $2.8M | +151.68% | +18.91% | +24.89% | |
| XLV - SELECT SECTOR SPDR TR | Reduce 44% $(2.1M) | 2.11% | $2.6M | +5.00% | +7.00% | +1.30% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 45% $(1.8M) | 1.86% | $2.3M | +32.17% | +7.65% | +3.48% | |
| BND - VANGUARD BD INDEX FDS | Reduce 59% $(2.5M) | 1.46% | $1.8M | +12.31% | +4.33% | +7.84% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 79% ($770.8K) | 1.42% | $1.7M | +19.71% | +10.16% | +33.12% | |
| META - META PLATFORMS INC | Add 183% ($1.0M) | 1.31% | $1.6M | +39.87% | +7.56% | +27.83% | |
| XLY - SELECT SECTOR SPDR TR | Reduce 41% $(1.1M) | 1.26% | $1.6M | +36.20% | +3.81% | +11.65% | |
| IVV - ISHARES TR | Add 4% ($57.8K) | 1.21% | $1.5M | +49.13% | +6.93% | +10.66% | |
| IBTE - ISHARES TR | Add 70% ($597.1K) | 1.17% | $1.4M | +1.26% | |||
| IBDR - ISHARES TR | Add 67% ($578.8K) | 1.17% | $1.4M | +11.40% | +2.24% | +6.55% | |
| IBDS - ISHARES TR | Add 66% ($575.8K) | 1.17% | $1.4M | +12.34% | +2.78% | +7.43% | |
| IBTF - ISHARES TR | Add 69% ($584.7K) | 1.16% | $1.4M | +1.52% | +5.27% | ||
| HD - HOME DEPOT INC | Add 162% ($873.4K) | 1.15% | $1.4M | -2.53% | +9.08% | +10.05% | |
| XLP - SELECT SECTOR SPDR TR | Reduce 44% $(1.1M) | 1.08% | $1.3M | +16.04% | +3.73% | +10.84% | |
| JPM - JPMORGAN CHASE & CO | Add 15% ($167.1K) | 1.03% | $1.3M | +62.30% | +12.23% | +29.81% | |
| GOOGL - ALPHABET INC | Reduce 8% $(106.6K) | 0.95% | $1.2M | +136.61% | +2.94% | -3.65% | |
| V - VISA INC | Add 3% ($33.2K) | 0.88% | $1.1M | +21.51% | -2.57% | +28.67% | |
| IBDT - ISHARES TR | New Purchase | 0.86% | $1.1M | +13.29% | +3.37% | +8.38% | |
| IJR - ISHARES TR | Reduce 1% $(9.7K) | 0.83% | $1.0M | +34.60% | +11.85% | -3.20% | |
| MU - MICRON TECHNOLOGY INC | New Purchase | 0.82% | $1.0M | +601.44% | -10.10% | -32.30% | |
| PCAR - PACCAR INC | New Purchase | 0.82% | $1.0M | +11.65% | -9.89% | -13.06% | |
| CEG - CONSTELLATION ENERGY CORP | New Purchase | 0.82% | $1.0M | +60.79% | -10.42% | +19.28% | |
| TJX - TJX COS INC NEW | New Purchase | 0.81% | $1.0M | +61.46% | +20.15% | +37.84% | |
| JNJ - JOHNSON & JOHNSON | 0.81% | $996.6K | +59.93% | +10.73% | +9.83% | ||
| KR - KROGER CO | Add 6% ($51.9K) | 0.80% | $986.9K | +22.08% | -0.65% | +33.32% | |
| ROST - ROSS STORES INC | New Purchase | 0.79% | $974.4K | +67.54% | +9.49% | +7.47% | |
| XOM - EXXON MOBIL CORP | Add 8% ($71.7K) | 0.78% | $959.5K | +34.37% | +0.02% | -8.32% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.76% | $934.8K | -40.40% | +9.48% | +0.82% | |
| INTU - INTUIT | New Purchase | 0.74% | $912.1K | -37.35% | -0.05% | -0.86% | |
| XLU - SELECT SECTOR SPDR TR | Reduce 61% $(1.4M) | 0.74% | $907.1K | +43.42% | +8.57% | +21.87% | |
| SWKS - SKYWORKS SOLUTIONS INC | New Purchase | 0.71% | $870.1K | -29.55% | +10.50% | -38.13% | |
| SPLG - SPDR SER TR | Reduce 16% $(165.8K) | 0.70% | $860.7K | +49.12% | +6.92% | +10.46% | |
| LOW - LOWES COS INC | New Purchase | 0.69% | $856.7K | +2.11% | +5.47% | -0.97% | |
| USXF - ISHARES TR | Add 7% ($59.5K) | 0.69% | $854.1K | +57.35% | +6.12% | +9.53% | |
| MNST - MONSTER BEVERAGE CORP NEW | New Purchase | 0.68% | $839.5K | +59.93% | -4.55% | +11.27% | |
| IDXX - IDEXX LABS INC | New Purchase | 0.67% | $827.2K | +5.69% | -5.70% | -14.05% | |
| ADBE - ADOBE INC | New Purchase | 0.67% | $821.5K | -47.85% | +14.13% | -20.56% | |
| FAST - FASTENAL CO | New Purchase | 0.66% | $817.6K | +32.01% | +4.14% | +20.90% | |
| BR - BROADRIDGE FINL SOLUTIONS IN | New Purchase | 0.66% | $813.5K | -21.41% | +10.26% | +25.56% | |
| GOOG - ALPHABET INC | Add 54% ($280.2K) | 0.65% | $802.9K | +132.97% | +2.79% | -3.42% | |
| HSY - HERSHEY CO | New Purchase | 0.64% | $790.2K | +3.68% | +0.71% | -11.12% | |
| CINF - CINCINNATI FINL CORP | Reduce 4% $(36.3K) | 0.63% | $775.2K | +51.51% | +15.99% | +26.24% | |
| BIL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| BAR - GRANITESHARES GOLD TR | Reduce 100% | 0.00% | $0.00 | ||||
| SNPS - SYNOPSYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| WFC-PL - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TBIL - RBB FD INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPTM - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| NOBL - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PANW - PALO ALTO NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LULU - LULULEMON ATHLETICA INC | Reduce 100% | 0.00% | $0.00 | ||||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZROZ - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| PH - PARKER-HANNIFIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| GILD - GILEAD SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||